General Info:
Dennis Twenge is a Certified Financial Planner", in Salem, Oregon. He has been a financial planner for over 24 years. His organization name is College Financial Aid Planning. Dennis is a trained Financial Aid Consultant. He will provide a plan to help families get the most financial aid possible by assisting families with applying for Financial Aid (FAFSA), and helping search for colleges that provide the best financial aid and scholarship packages. Dennis will help you save ON out -of -pocket college costs, without sacrificing your retirement savings.
WHAT IS A FINANCIAL AID CONSULTANT?
A relatively new and specialized area of financial planning is the consultant who guides families through the financial aid process. Financial aid consultants are not scholarship search services. A financial aid consultant’s role is to guide the family through the financial aid process. Financial aid administrators of colleges have the interest of the college as their priority. They are limited in what they can offer because they deal with hundreds, if not thousands of students. Can they give your family financial advice to increase financial aid eligibility?
A financial aid consultant works for you. He has no vested interest in any particular school, governmental agency, or lending institution. The consultant’s goal is to help the family receive the best financial aid package legally possible and has only one vested interest-the client. The end result may be a substantial reduction in expenses each year. This is accomplished by having a thorough understanding of the financial aid process and employing sound college financial aid planning principles. Keep in mind that most financial advisors have little or no experience with financial aid.
A financial aid consultant needs to be a good financial advisor, preferably a CERTIFIED FINANCIAL PLANNERâ„¢. In addition to a strong financial aid background, he should have the competence to address issues such as how to effectively pay for the portion of college costs not subsidized by financial aid. Expertise in taxation, investments, retirement plans and estate planning can be critical in recommending a cost-effective plan to fund an education. Poor choices in college funding not only will cost you more money, but also has the potential to negatively impact future financial aid. Finding an advisor with this unique blend of skills may make the difference in whether or not the student can attend his or her school of choice.
ONE HOUR FREE CONSULTATIONS. PLEASE CALL FOR APPT.